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Wealth Advisor Mass Affluent Private Clients
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-01-30
Listing for:
KeyCorp
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: City of Syracuse
A leading financial services company is hiring a Private Client Advisor in Syracuse, NY. The role focuses on growing relationships with affluent clients and providing tailored investment solutions. You will conduct financial wellness discussions, coordinate investment product delivery, and collaborate with branch personnel. Candidates should be proactive in sales and have strong knowledge of investment services. A high school diploma is required, while a bachelor's degree is preferred, along with necessary financial licenses.
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